Task Usage View - Totals for Percent Allocation

Is there a way to get column totals in Task Usage View when the Detail Style
contains Percent Allocation? It looks like totals are presented when the
Detail Style contians Work, but not for Percent Allocation.
--
RJC

John
Thu Dec 13 07:48:06 PST 2007

In article <26B24D67-064E-4E49-97F6-D35636B5D895@microsoft.com>,
RJC <RJC@discussions.microsoft.com> wrote:

> Is there a way to get column totals in Task Usage View when the Detail Style
> contains Percent Allocation? It looks like totals are presented when the
> Detail Style contians Work, but not for Percent Allocation.

RJC,
So what would the percent allocation be at the summary level? Would it
be the sum total of assignment percent allocations? No, that doesn't
work. How about an average of assignment percent allocations? No, that
doesn't work.

Gee, I'm not sure what that summary value would be and Project isn't
either. That's why there are no summary line values for percent
allocation.

John
Project MVP

RJC
Thu Dec 13 09:18:02 PST 2007

In my organization we bill out based on the percentage of a set montly amount
for a full time equivalent (FTE) that project members spends on a project
for a given month, rather than billing at an hourly rate. I'm using the task
usage view to summarize the people slotted to work on a task on a month by
month basis. By summing up the percent allocations the client can see the
number of FTEs they would have working for them for each month.

Example
July Aug Sept
Task 1 (total) 60% 100% 140%
Resource 1 20% 20% 60%
Resource 2 40% 80% 80%

I'm trying to use the percent allocation for to get to this total FTE number.


--
RJC


"John" wrote:

> In article <26B24D67-064E-4E49-97F6-D35636B5D895@microsoft.com>,
> RJC <RJC@discussions.microsoft.com> wrote:
>
> > Is there a way to get column totals in Task Usage View when the Detail Style
> > contains Percent Allocation? It looks like totals are presented when the
> > Detail Style contians Work, but not for Percent Allocation.
>
> RJC,
> So what would the percent allocation be at the summary level? Would it
> be the sum total of assignment percent allocations? No, that doesn't
> work. How about an average of assignment percent allocations? No, that
> doesn't work.
>
> Gee, I'm not sure what that summary value would be and Project isn't
> either. That's why there are no summary line values for percent
> allocation.
>
> John
> Project MVP
>

Jonathan
Thu Dec 13 09:51:42 PST 2007

You can get this total in a Data Analysis (OLAP) view by creating and FTE
calculated field, and will allow you to display a sum field as well. If you
are using MSPS 2007 then you can get down to the task level information, but
not in MSPS 2003.

Jonathan

"RJC" <RJC@discussions.microsoft.com> wrote in message
news:2B06E533-5F38-4840-BDE9-A6B3A7A392D6@microsoft.com...
> In my organization we bill out based on the percentage of a set montly
> amount
> for a full time equivalent (FTE) that project members spends on a project
> for a given month, rather than billing at an hourly rate. I'm using the
> task
> usage view to summarize the people slotted to work on a task on a month by
> month basis. By summing up the percent allocations the client can see the
> number of FTEs they would have working for them for each month.
>
> Example
> July Aug Sept
> Task 1 (total) 60% 100% 140%
> Resource 1 20% 20% 60%
> Resource 2 40% 80% 80%
>
> I'm trying to use the percent allocation for to get to this total FTE
> number.
>
>
> --
> RJC
>
>
> "John" wrote:
>
>> In article <26B24D67-064E-4E49-97F6-D35636B5D895@microsoft.com>,
>> RJC <RJC@discussions.microsoft.com> wrote:
>>
>> > Is there a way to get column totals in Task Usage View when the Detail
>> > Style
>> > contains Percent Allocation? It looks like totals are presented when
>> > the
>> > Detail Style contians Work, but not for Percent Allocation.
>>
>> RJC,
>> So what would the percent allocation be at the summary level? Would it
>> be the sum total of assignment percent allocations? No, that doesn't
>> work. How about an average of assignment percent allocations? No, that
>> doesn't work.
>>
>> Gee, I'm not sure what that summary value would be and Project isn't
>> either. That's why there are no summary line values for percent
>> allocation.
>>
>> John
>> Project MVP
>>

John
Thu Dec 13 13:39:28 PST 2007

In article <2B06E533-5F38-4840-BDE9-A6B3A7A392D6@microsoft.com>,
RJC <RJC@discussions.microsoft.com> wrote:

> In my organization we bill out based on the percentage of a set montly amount
> for a full time equivalent (FTE) that project members spends on a project
> for a given month, rather than billing at an hourly rate. I'm using the task
> usage view to summarize the people slotted to work on a task on a month by
> month basis. By summing up the percent allocations the client can see the
> number of FTEs they would have working for them for each month.
>
> Example
> July Aug Sept
> Task 1 (total) 60% 100% 140%
> Resource 1 20% 20% 60%
> Resource 2 40% 80% 80%
>
> I'm trying to use the percent allocation for to get to this total FTE number.
>
>
> --
> RJC
RJC,
As originally written your post didn't make a whole lot of sense - hence
my reply. Now that you have more thoroughly explained what you want to
do, things make more sense.

If you are using Project in a Project Server environment, then
Jonathan's suggestion will probably work (I don't know, I don't do
Server). However if you are not using Project Server, then your options
are more limited. With a stand alone installation of Project, there is
no way to create a percent allocation sum in either Usage view. The best
you can do is to export the data to Excel and then do the math there.

Depending on which version of Project you are using, exporting
timescaled data can be done in different ways. For pre-Project 2007, you
can try the "analyze timescaled data in Excel" utility. Project 2007
added a feature called Visual Reports that creates a pivot table in
Excel. Of course with any version of Project, VBA can be used to export
any Project data.

Hope this helps.
John
Project MVP
>
>
> "John" wrote:
>
> > In article <26B24D67-064E-4E49-97F6-D35636B5D895@microsoft.com>,
> > RJC <RJC@discussions.microsoft.com> wrote:
> >
> > > Is there a way to get column totals in Task Usage View when the Detail
> > > Style
> > > contains Percent Allocation? It looks like totals are presented when the
> > > Detail Style contians Work, but not for Percent Allocation.
> >
> > RJC,
> > So what would the percent allocation be at the summary level? Would it
> > be the sum total of assignment percent allocations? No, that doesn't
> > work. How about an average of assignment percent allocations? No, that
> > doesn't work.
> >
> > Gee, I'm not sure what that summary value would be and Project isn't
> > either. That's why there are no summary line values for percent
> > allocation.
> >
> > John
> > Project MVP
> >

RJC
Fri Dec 14 13:26:06 PST 2007

I am using MSPS 2003. I tried the "analyze timescaled data in Excel"
utility that John suggested. It got me pretty close to what I wanted. I'll
continue to experiment using that technique. My organization will be
upgrading to MSPS 2007 sometime next year, so I'll take a look at the other
suggestions that are dependent upon that release sometime in the future.

Thanks for the helpful suggestions.
--
RJC


"John" wrote:

> In article <2B06E533-5F38-4840-BDE9-A6B3A7A392D6@microsoft.com>,
> RJC <RJC@discussions.microsoft.com> wrote:
>
> > In my organization we bill out based on the percentage of a set montly amount
> > for a full time equivalent (FTE) that project members spends on a project
> > for a given month, rather than billing at an hourly rate. I'm using the task
> > usage view to summarize the people slotted to work on a task on a month by
> > month basis. By summing up the percent allocations the client can see the
> > number of FTEs they would have working for them for each month.
> >
> > Example
> > July Aug Sept
> > Task 1 (total) 60% 100% 140%
> > Resource 1 20% 20% 60%
> > Resource 2 40% 80% 80%
> >
> > I'm trying to use the percent allocation for to get to this total FTE number.
> >
> >
> > --
> > RJC
> RJC,
> As originally written your post didn't make a whole lot of sense - hence
> my reply. Now that you have more thoroughly explained what you want to
> do, things make more sense.
>
> If you are using Project in a Project Server environment, then
> Jonathan's suggestion will probably work (I don't know, I don't do
> Server). However if you are not using Project Server, then your options
> are more limited. With a stand alone installation of Project, there is
> no way to create a percent allocation sum in either Usage view. The best
> you can do is to export the data to Excel and then do the math there.
>
> Depending on which version of Project you are using, exporting
> timescaled data can be done in different ways. For pre-Project 2007, you
> can try the "analyze timescaled data in Excel" utility. Project 2007
> added a feature called Visual Reports that creates a pivot table in
> Excel. Of course with any version of Project, VBA can be used to export
> any Project data.
>
> Hope this helps.
> John
> Project MVP
> >
> >
> > "John" wrote:
> >
> > > In article <26B24D67-064E-4E49-97F6-D35636B5D895@microsoft.com>,
> > > RJC <RJC@discussions.microsoft.com> wrote:
> > >
> > > > Is there a way to get column totals in Task Usage View when the Detail
> > > > Style
> > > > contains Percent Allocation? It looks like totals are presented when the
> > > > Detail Style contians Work, but not for Percent Allocation.
> > >
> > > RJC,
> > > So what would the percent allocation be at the summary level? Would it
> > > be the sum total of assignment percent allocations? No, that doesn't
> > > work. How about an average of assignment percent allocations? No, that
> > > doesn't work.
> > >
> > > Gee, I'm not sure what that summary value would be and Project isn't
> > > either. That's why there are no summary line values for percent
> > > allocation.
> > >
> > > John
> > > Project MVP
> > >
>

John
Fri Dec 14 16:03:37 PST 2007

In article <BE97178B-2D7D-4A12-8CED-1CAEEB5EEB7E@microsoft.com>,
RJC <RJC@discussions.microsoft.com> wrote:

> I am using MSPS 2003. I tried the "analyze timescaled data in Excel"
> utility that John suggested. It got me pretty close to what I wanted. I'll
> continue to experiment using that technique. My organization will be
> upgrading to MSPS 2007 sometime next year, so I'll take a look at the other
> suggestions that are dependent upon that release sometime in the future.
>
> Thanks for the helpful suggestions.
> --
> RJC

RJC,
You're welcome and thanks for the feedback.
John
>
>
> "John" wrote:
>
> > In article <2B06E533-5F38-4840-BDE9-A6B3A7A392D6@microsoft.com>,
> > RJC <RJC@discussions.microsoft.com> wrote:
> >
> > > In my organization we bill out based on the percentage of a set montly
> > > amount
> > > for a full time equivalent (FTE) that project members spends on a
> > > project
> > > for a given month, rather than billing at an hourly rate. I'm using the
> > > task
> > > usage view to summarize the people slotted to work on a task on a month
> > > by
> > > month basis. By summing up the percent allocations the client can see
> > > the
> > > number of FTEs they would have working for them for each month.
> > >
> > > Example
> > > July Aug Sept
> > > Task 1 (total) 60% 100% 140%
> > > Resource 1 20% 20% 60%
> > > Resource 2 40% 80% 80%
> > >
> > > I'm trying to use the percent allocation for to get to this total FTE
> > > number.
> > >
> > >
> > > --
> > > RJC
> > RJC,
> > As originally written your post didn't make a whole lot of sense - hence
> > my reply. Now that you have more thoroughly explained what you want to
> > do, things make more sense.
> >
> > If you are using Project in a Project Server environment, then
> > Jonathan's suggestion will probably work (I don't know, I don't do
> > Server). However if you are not using Project Server, then your options
> > are more limited. With a stand alone installation of Project, there is
> > no way to create a percent allocation sum in either Usage view. The best
> > you can do is to export the data to Excel and then do the math there.
> >
> > Depending on which version of Project you are using, exporting
> > timescaled data can be done in different ways. For pre-Project 2007, you
> > can try the "analyze timescaled data in Excel" utility. Project 2007
> > added a feature called Visual Reports that creates a pivot table in
> > Excel. Of course with any version of Project, VBA can be used to export
> > any Project data.
> >
> > Hope this helps.
> > John
> > Project MVP
> > >
> > >
> > > "John" wrote:
> > >
> > > > In article <26B24D67-064E-4E49-97F6-D35636B5D895@microsoft.com>,
> > > > RJC <RJC@discussions.microsoft.com> wrote:
> > > >
> > > > > Is there a way to get column totals in Task Usage View when the
> > > > > Detail
> > > > > Style
> > > > > contains Percent Allocation? It looks like totals are presented when
> > > > > the
> > > > > Detail Style contians Work, but not for Percent Allocation.
> > > >
> > > > RJC,
> > > > So what would the percent allocation be at the summary level? Would it
> > > > be the sum total of assignment percent allocations? No, that doesn't
> > > > work. How about an average of assignment percent allocations? No, that
> > > > doesn't work.
> > > >
> > > > Gee, I'm not sure what that summary value would be and Project isn't
> > > > either. That's why there are no summary line values for percent
> > > > allocation.
> > > >
> > > > John
> > > > Project MVP
> > > >
> >